Purchases and Sales Made in Q1 2024 in Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR ULTRA-SHORT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-54.9K- 11.78% |
$2.76M - $2.77M
|
411K
$20.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-56.4K- 26.05% |
$2.83M - $2.85M
|
160K
$8.09M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-56.9K- 18.15% |
$2.86M - $2.87M
|
256K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-59.9K- 30.76% |
$3.01M - $3.03M
|
135K
$6.81M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-61.1K- 71.48% |
$3.07M - $3.08M
|
24.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-63.6K- 11.01% |
$3.2M - $3.21M
|
514K
$26M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-67K- 48.39% |
$3.37M - $3.38M
|
71.5K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-67.6K- 2.79% |
$3.39M - $3.41M
|
2.35M
$119M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-71.2K- 64.9% |
$3.58M - $3.59M
|
38.5K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-71.5K- 79.44% |
$3.59M - $3.61M
|
18.5K
$934K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-72.2K- 80.66% |
$3.63M - $3.65M
|
17.3K
$874K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-72.8K- 26.97% |
$3.66M - $3.68M
|
197K
$9.96M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-73.1K- 67.1% |
$3.67M - $3.69M
|
35.8K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-73.5K- 15.94% |
$3.69M - $3.71M
|
387K
$19.6M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-79.2K- 17.0% |
$3.98M - $4M
|
387K
$19.5M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-84.7K- 12.08% |
$4.25M - $4.28M
|
616K
$31.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-86.4K- 15.29% |
$4.34M - $4.36M
|
478K
$24.2M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-87.3K- 43.32% |
$4.38M - $4.41M
|
114K
$5.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-87.9K- 4.59% |
$4.41M - $4.44M
|
1.83M
$92.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-89.4K- 37.66% |
$4.49M - $4.51M
|
148K
$7.47M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-93.7K- 12.76% |
$4.71M - $4.73M
|
640K
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-96.9K- 8.33% |
$4.87M - $4.89M
|
1.07M
$53.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-97.6K- 71.63% |
$4.9M - $4.93M
|
38.7K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-97.9K- 18.89% |
$4.92M - $4.94M
|
420K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-100K- 36.31% |
$5.03M - $5.06M
|
176K
$8.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-102K- 35.03% |
$5.12M - $5.15M
|
189K
$9.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-110K- 35.94% |
$5.5M - $5.53M
|
195K
$9.87M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-114K- 12.72% |
$5.73M - $5.76M
|
782K
$39.5M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-121K- 9.79% |
$6.08M - $6.11M
|
1.11M
$56.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-122K- 39.67% |
$6.12M - $6.15M
|
185K
$9.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-133K- 75.96% |
$6.69M - $6.73M
|
42.2K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-136K- 90.84% |
$6.83M - $6.87M
|
13.7K
$692K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-139K- 99.14% |
$7M - $7.04M
|
1.21K
$61.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-144K- 20.04% |
$7.25M - $7.28M
|
576K
$29.1M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-150K- 43.29% |
$7.56M - $7.59M
|
197K
$9.95M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-153K- 5.72% |
$7.67M - $7.71M
|
2.52M
$127M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-158K- 75.76% |
$7.95M - $7.99M
|
50.6K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-161K- 92.88% |
$8.09M - $8.14M
|
12.4K
$624K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-162K- 36.83% |
$8.15M - $8.19M
|
278K
$14.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-176K- 53.81% |
$8.82M - $8.87M
|
151K
$7.61M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177K- 21.36% |
$8.87M - $8.91M
|
650K
$32.8M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-179K- 91.2% |
$9.01M - $9.05M
|
17.3K
$874K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-182K- 93.51% |
$9.16M - $9.21M
|
12.7K
$640K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-186K- 62.55% |
$9.34M - $9.38M
|
111K
$5.62M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-190K- 62.71% |
$9.56M - $9.61M
|
113K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-192K- 5.21% |
$9.64M - $9.69M
|
3.49M
$176M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-205K- 84.26% |
$10.3M - $10.4M
|
38.3K
$1.94M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-211K- 24.64% |
$10.6M - $10.7M
|
647K
$32.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-213K- 44.67% |
$10.7M - $10.7M
|
263K
$13.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-216K- 26.58% |
$10.8M - $10.9M
|
597K
$30.1M
|